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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

CHAD CRAWFORD

Advisor at STRATEGIC ADVISERS LLC

SPRINGTOWN, TX | WESTLAKE, TX

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Search this name across graphsid dfx:ria:d7351bc3-8df8-de53-0abf-abfdcc1d0e96

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 23, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 29, 2016
First registration: Sep 23, 2016
Dual registered: yes, broker-dealer
Other names: CHAD CRAWFORD|Chad A Crawford|CHAD ANTHONY CRAWFORD
IAPD individual key: 6536208

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	SPRINGTOWN, TX\|WESTLAKE, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|SPRINGTOWN, TX\|WESTLAKE, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 12, 2017	Jul 13, 2018	no	WESTLAKE, TX	Previous registration
EDWARD JONES	National bd RIA	Sep 23, 2016	Feb 28, 2017	no	FORT WORTH, TX\|Ft Worth, TX\|ST LOUIS, MO\|FT WORTH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
EDWARD JONES	STRATEGIC ADVISERS LLC	Feb 28, 2017	Dec 12, 2017	287	Firm change	Ibd to ibd

Relationships

Registered with (3)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 12, 2017 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 23, 2016 to Feb 28, 2017factForm ADV

Dated events

No dated event names this entity yet.